Customizing Transaction Windows
A transaction window is where you enter a transaction,
such as a purchase or sale. In accounting terms, transaction windows are
equivalent to journals. If you have full accounting rights to company data, you can make the following company-wide changes for
displaying these windows:
- Show
or hide boxes, columns, or information boxes. Hide the boxes you
don't use, leaving more room for the ones you need. For example, if you
never allocate amounts to projects, you can hide the Allocate column on
invoices, then widen the Description column to allow more room. Column customization is available for all transactions, except remittance and credit card payments.
- Move
or resize columns. Create a larger area to display your information,
or minimize the columns you seldom use. This feature is available for all transactions, except sales receipts, remittance payments, and payments for purchase invoices.
- Modify
the tabbing order. Change the default sequence in which the Tab key will move between the options and controls in a transaction window.
Customization of tabbing is available for all transactions, except payroll cheque runs.
The customizations do not affect the way columns and
boxes appear on the printed forms. To modify how printed forms look like,
use the Sage 50 Forms Designer.
What do you want to do?
Customize columns in a transaction window
Move or resize columns in a transaction window
Customize the tabbing order in a transaction window
Learn about customizing printed forms
Choose an invoice style and contents (on screen)